Marvin & Palmer Associates Inc Top Holdings and 13F Report (2025) About Marvin & Palmer Associates IncInvestment ActivityMarvin & Palmer Associates Inc has $116.63 million in total holdings as of June 30, 2025.Marvin & Palmer Associates Inc owns shares of 32 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 61.83% of the portfolio was purchased this quarter.About 22.48% of the portfolio was sold this quarter.This quarter, Marvin & Palmer Associates Inc has purchased 23 new stocks and bought additional shares in 10 stocks.Marvin & Palmer Associates Inc sold shares of 5 stocks and completely divested from 8 stocks this quarter.Largest Holdings Invesco QQQ $10,591,488Oracle $6,699,260Cisco Systems $6,674,564NVIDIA $6,543,630International Business Machines $6,439,469 Largest New Holdings this Quarter 46090E103 - Invesco QQQ $10,591,488 Holding68389X105 - Oracle $6,699,260 Holding45841N107 - Interactive Brokers Group $5,005,739 Holding464286806 - iShares MSCI Germany ETF $4,406,840 Holding22788C105 - CrowdStrike $3,643,094 Holding Largest Purchases this Quarter Invesco QQQ 19,200 shares (about $10.59M)Oracle 30,642 shares (about $6.70M)Interactive Brokers Group 90,340 shares (about $5.01M)iShares MSCI Germany ETF 104,156 shares (about $4.41M)CrowdStrike 7,153 shares (about $3.64M) Largest Sales this Quarter Parker-Hannifin 1,303 shares (about $910.11K)iShares MSCI UAE ETF 31,320 shares (about $586.31K)Cardinal Health 2,585 shares (about $434.28K)Costco Wholesale 292 shares (about $289.06K)Charles Schwab 615 shares (about $56.11K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMarvin & Palmer Associates Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQInvesco QQQ$10,591,488$10,591,488 ▲New Holding19,2009.1%FinanceORCLOracle$6,699,260$6,699,260 ▲New Holding30,6425.7%Computer and TechnologyCSCOCisco Systems$6,674,564$3,051,332 ▲84.2%96,2035.7%Computer and TechnologyNVDANVIDIA$6,543,630$3,214,781 ▲96.6%41,4185.6%Computer and TechnologyIBMInternational Business Machines$6,439,469$3,022,379 ▲88.4%21,8455.5%Computer and TechnologyRTXRTX$5,301,694$2,011,571 ▲61.1%36,3084.5%AerospaceJPMJPMorgan Chase & Co.$5,123,290$1,412,732 ▲38.1%17,6724.4%FinanceGSThe Goldman Sachs Group$5,015,117$1,043,224 ▲26.3%7,0864.3%FinanceIBKRInteractive Brokers Group$5,005,739$5,005,739 ▲New Holding90,3404.3%FinanceMSMorgan Stanley$4,787,972$1,393,669 ▲41.1%33,9914.1%FinanceEWGiShares MSCI Germany ETF$4,406,840$4,406,840 ▲New Holding104,1563.8%ETFSCHWCharles Schwab$3,659,728$56,113 ▼-1.5%40,1113.1%FinanceCRWDCrowdStrike$3,643,094$3,643,094 ▲New Holding7,1533.1%Computer and TechnologyCAHCardinal Health$3,523,464$434,280 ▼-11.0%20,9733.0%MedicalEBAYeBay$3,389,196$137,155 ▲4.2%45,5172.9%Retail/WholesaleEPOLiShares MSCI Poland ETF$3,341,491$1,003,286 ▲42.9%103,5802.9%ETFAPHAmphenol$3,132,943$3,132,943 ▲New Holding31,7262.7%Computer and TechnologyAVGOBroadcom$3,128,628$3,128,628 ▲New Holding11,3502.7%Computer and TechnologyNFLXNetflix$3,121,512$3,121,512 ▲New Holding2,3312.7%Consumer DiscretionaryCOSTCostco Wholesale$3,051,985$289,062 ▼-8.7%3,0832.6%Retail/WholesaleWELLWelltower$3,050,157$3,050,157 ▲New Holding19,8412.6%FinanceSAPSAP$3,005,116$3,005,116 ▲New Holding9,8822.6%Computer and TechnologyORLYO'Reilly Automotive$2,926,070$2,712,552 ▲1,270.4%32,4652.5%Retail/WholesaleTTTrane Technologies$2,826,981$2,826,981 ▲New Holding6,4632.4%ConstructionPHParker-Hannifin$2,790,388$910,107 ▼-24.6%3,9952.4%IndustrialsEWJiShares MSCI Japan ETF$1,911,735$1,911,735 ▲New Holding25,5001.6%ETFSESEA$1,887,292$1,887,292 ▲New Holding11,8001.6%Computer and TechnologyUAEiShares MSCI UAE ETF$953,784$586,310 ▼-38.1%50,9500.8%ETFSPYSPDR S&P 500 ETF Trust$399,131$399,131 ▲New Holding6460.3%FinanceEWPiShares MSCI Spain ETF$111,836$111,836 ▲New Holding2,5400.1%ETFEWSiShares MSCI Singapore ETF$110,155$110,155 ▲New Holding4,2400.1%ETFVNMVanEck Vietnam ETF$74,663$74,663 ▲New Holding5,4300.1%ETFTMUST-Mobile US$0$3,216,789 ▼-100.0%00.0%Computer and TechnologyVVisa$0$3,142,224 ▼-100.0%00.0%Business ServicesAJGArthur J. Gallagher & Co.$0$3,129,946 ▼-100.0%00.0%FinanceAMPAmeriprise Financial$0$3,090,558 ▼-100.0%00.0%FinanceMETAMeta Platforms$0$2,904,278 ▼-100.0%00.0%Computer and TechnologyAAPLApple$0$2,841,931 ▼-100.0%00.0%Computer and TechnologyAMZNAmazon.com$0$2,823,078 ▼-100.0%00.0%Retail/WholesaleISRGIntuitive Surgical$0$2,795,304 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. 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